Search Results | Showing 601 - 610 of 1010 results for "Private wealth" |
| | | A former national manager at BT Financial Group is now heading financial advice at Fortnum Private Wealth. Joining Fortnum as head of advice is Kerry Thomas. She was previously national manager, practice advice, at BTFG and has more than 15 years' financial ... |
| | | | Fitzpatricks Private Wealth is continuing its expansion with the addition of two Melbourne advice practices. Chronos Private and Marasea Partners have aligned with Fitzpatricks, following a line of firms to come under its licence in the past 12 months. ... |
| | | | ... management employing stop losses and price target warnings. The company was established in 2011 by former Entrust Private Wealth Management senior investment adviser Andrew Chapman, who also chairs the Western Australian advisory group at OzHarvest. |
| | | | ... Management, where he was a managing director. Before that, he held the same role, as well as head of advice, at JBWere Private Wealth management. In his new position at the global multi-affiliate manager, Stovold will report to head of sales Beau Titchkosky ... |
| | | | ... Securitor advisers Investments - $32 billion funds under management (FUM); $1bn in deposits, $2bn in margin lending Private wealth - $21 billion in deposits, $2bn in funds under administration (FUA), $17bn in mortgages Superannuation - $36 billion FUM ... |
| | | | ... UK Sonata clients, bringing the total to 18, and also completed the new Australian sale of Garradin - a complete private wealth and portfolio administration solution. Overall, the group reported an operating EBITDA of $18.2 million over the six-month ... |
| | | | ... solutions team at Bank of America Merrill Lynch in London and has also held roles with Goldman Sachs JBWere in private wealth management. "We are delighted that Brett has joined the Australian business. We continue to grow our investment capabilities ... |
| | | | ... education services. The key product of the alliance is the creation of a new Clime-branded advisory network named Clime Private Wealth. The first office will open in Brisbane in March with a view to have further offices operating nationwide by the end ... |
| | | | ... Citigroup, Lewis was an investment product and research analyst at UBS, an associate at S&P, a portfolio manager at HSBC Private Wealth Managers and a fund analyst at SG Global Private Banking. Centrepoint managing director John de Zwart said the new ... |
| | | | ... member Matthew Quin will succeed Lambert as chairman. Financial Standard's feature interview with Lambert in FS Private Wealth can be viewed here. |
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